Andrew Burns
- Dec 1, 2019

Beyond the Great Wall -- December 2019

Welcome to our inaugural newsletter. My goal in writing these letters is to exchange investment insight with an engaged reader base. In this edition, I highlight what I see as a common misconception about China, talk about my visit to the most interesting place you may have never heard of, and take a look at the state of affairs in Hong Kong. Please do not hesitate to share this letter or reach out to me for further discussion.

I hope that you learn something new and thank you for reading. Click below to read on...

Inside the Great Wall - December 2019

.pd

Download PD • 248KB

Recent Posts

See All

2023 Year-End Review: Five Years

After rate-hike upheaval in 2022, markets in 2023 offered a nice rebound. The year also contained the five-year anniversary of Conover, a welcome opportunity for reflection. In this letter, I: 1. Revi

2023 Mid-Year Review: Almost Never

After rate-hike upheaval in 2022, the beginning of 2023 has felt like the first semi-normal year in markets since the COVID crash of 2020. In this letter, I: 1. Am reminded why I don't short stocks 2

Berkshire Hathaway 2023 Annual Meeting Notes and Summary

“What gives you opportunities is other people doing dumb things.” – Warren Buffett, 5/6/2023 I had the pleasure of attending the Berkshire Hathaway annual meeting this past weekend in Omaha, as I have